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On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Financial Planning September 1, 2013 Donald Jay Korn	Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere.
Registered Rep. December 13, 2011 Charles Paikert	What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring.
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
Financial Planning September 1, 2008 Jeanne Lee	HSA Highlights As healthcare costs continue to skyrocket, small business clients must arm themselves with strategies to help their employees save money on health benefits. One way is knowledge of health savings accounts and the various ways they can make benefits more affordable.
Investment Advisor November 2005 Christopher G. Laucks	The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Registered Rep. July 1, 2006 Fran Hawthorne	Stepping Up Even when a client already has a retirement plan, a rep may find an opening by recommending a better one.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
The Motley Fool October 5, 2005 Tom Taulli	Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right?
The Motley Fool June 23, 2006 Dan Caplinger	Retirement Planning for Small-Business Owners Business owners are uniquely placed to take advantage of some retirement-plan options that most employees don't get to choose from.
Entrepreneur June 2010 Rosalind Resnick	A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem.
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
Financial Advisor October 2010 Steve Parrish	Time To Rebuild Financial advisors can help battered business owners plan for the future.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
Financial Advisor June 2010 Eric Uhlfelder	Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.
Financial Advisor June 2004 Michael E. Kitces	The Roth 401(k) May Be Here Soon President Bush has proposed the creation of a Roth 401(k) Employer Retirement Savings Account to begin effective January 1, 2005.
Registered Rep. May 21, 2015 Kevin McKinley	Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	A Friendlier 401(k) How many investors and employers will embrace this latest way to save for retirement remains an open question, the new Roth retirement plan offers numerous benefits for the right clients -- and for brokers, too.
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
Registered Rep. March 25, 2015 Kevin McKinley	The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Registered Rep. July 1, 2006 Christopher O'Leary	Healthy Returns Not a lot financial advisors have learned how to help their small business clients survive the health-insurance crunch, which is a mistake. Health care expenses take up a huge part of someone's cash flow. It could be a real niche for planners.
Financial Advisor July 2004 Dorothy Hinchcliff	Dusting Off Defined Benefit Plans Financial advisors now have what may seem like an unlikely tool to help some clients catch up fast for retirement and defer thousands in taxes.
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
The Motley Fool September 27, 2010 Selena Maranjian	Build a Better Retirement Plan Learn how to make the most of retirement plans available to you.
Financial Advisor March 2004 Marla Brill	Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis.
The Motley Fool October 17, 2006 Dan Caplinger	Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions.
Financial Advisor April 2006 Karen DeMasters	Mission Critical Here's how financial advisors can help small businesses find affordable health insurance plans.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Entrepreneur June 2008 Carol Tice	Give Yourself a Raise How entrepreneurs can get an income boost and cut taxes at the same time.
The Motley Fool May 7, 2008 Julie Clarenbach	Roundtable: Is Your Retirement in Trouble? Rising health-care and food costs and a slowing economy have hit many Americans in their debit cards -- and their retirement plans.
Financial Planning May 1, 2008 Jeanne Lee	Protection Money Financial planners can cement their position as trusted advisors to small business owners by starting conversations about succession plans that provide a legacy for their families.
AskMen.com Terence Channon	Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
The Motley Fool June 8, 2010 Nathan Alderman	What the Fool Is a 401(k)? Your quick, Foolish guide to getting free money from your boss.
Entrepreneur September 2001 C.J. Prince	Pension Pennies Will the tax reform increase small business's appetite for savings plans?
The Motley Fool March 3, 2005 Robert Brokamp	Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet.